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New Jersey Resources

265 hedge funds and large institutions have $2.71B invested in New Jersey Resources in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 71.68%71.3% (-0.38%)

1% less capital invested

Capital invested by funds: $2.74B → $2.71B (-$29M)

1% less funds holding

Funds holding: 269265 (-4)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

25% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 100

Holders
265
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
75
Reduced
100
Closed
31
Calls
$3.21M
Puts
Net Calls
+$3.21M
Net Calls Change
-$534K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$450K -$20K -474 -4%
ECM
152
ExodusPoint Capital Management
New York
$449K -$2.8M -66,365 -85%
GLA
153
Great Lakes Advisors
Illinois
$440K -$9.97K -236 -2%
PGFC
154
Peapack-Gladstone Financial Corp
New Jersey
$438K
WSFS
155
Wilmington Savings Fund Society
Delaware
$429K
Creative Planning
156
Creative Planning
Kansas
$418K -$27.8K -657 -6%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$407K +$42.3K +1,001 +11%
FT
158
Fiduciary Trust
Massachusetts
$396K
PAG
159
Private Advisor Group
New Jersey
$394K -$288K -6,817 -41%
WHG
160
Westwood Holdings Group
Texas
$386K
JWCA
161
J.W. Cole Advisors
Florida
$382K -$18.3K -434 -4%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$377K -$1.55M -36,742 -79%
WS
163
Wedbush Securities
California
$370K +$127 +3 +0%
NNP
164
Nachman Norwood & Parrott
South Carolina
$368K
DWA
165
Douglass Winthrop Advisors
New York
$356K
SAM
166
Securian Asset Management
Minnesota
$350K -$6.67K -158 -2%
EI
167
Ethic Inc
New York
$349K +$40.8K +965 +12%
GAM
168
Gotham Asset Management
New York
$344K +$368K +8,703 New
US Bancorp
169
US Bancorp
Minnesota
$326K -$12K -284 -3%
SAM
170
Shell Asset Management
Netherlands
$318K +$339K +8,029 New
NA
171
NewEdge Advisors
Louisiana
$315K +$63K +1,492 +23%
SCM
172
Symons Capital Management
Pennsylvania
$314K -$1.48K -35 -0.4%
Envestnet Asset Management
173
Envestnet Asset Management
Illinois
$302K +$25.5K +604 +9%
FF
174
FourThought Financial
Florida
$299K +$1.82K +43 +0.6%
BRWA
175
B. Riley Wealth Advisors
Florida
$290K +$84 +2 +0%

NJR Hedge Fund Activity: Q2 2021 in Review

265 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2021, worth a combined $2.71B — down 1.1% from $2.74B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NJR and 27 opened new positions — a net loss of 4 holders — while 100 trimmed existing stakes and 75 added.

The largest buyer was State Street, adding an estimated $52M. The largest seller was Brookfield Corp, exiting entirely with an estimated $35.7M sold.

  • 265 institutional investors held New Jersey Resources (NJR) as of Q2 2021, down from 269 in Q1 2021.
  • Funds reported $2.71B of New Jersey Resources stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 27 funds opened new New Jersey Resources positions in Q2 2021 and 31 closed out, a net change of -4 holders.
  • The largest New Jersey Resources buyer in Q2 2021 was State Street, an estimated $52M added.
  • The largest New Jersey Resources seller in Q2 2021 was Brookfield Corp, an estimated $35.7M sold.

Based on aggregated 13F filings for Q2 2021.